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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
576
KeyBank National Association
Ohio
$346K – – –
BWP
577
Bernardo Wealth Planning
Pennsylvania
$346K – – –
RWP
578
Revolve Wealth Partners
New Jersey
$345K -$58.7K -352 -15%
CAMG
579
CWA Asset Management Group
Florida
$344K +$5.17K +31 +2%
ITIM
580
Indiana Trust & Investment Management
Indiana
$341K – – –
CWA
581
Crux Wealth Advisors
California
$339K +$500 +3 +0.1%
SGI
582
Summit Global Investments
Utah
$339K – – –
CAL
583
Capital Analysts LLC
Pennsylvania
$339K +$144K +863 +75%
IW
584
Instrumental Wealth
Florida
$338K +$341K +2,043 New
GWAG
585
Garrett Wealth Advisory Group
Texas
$338K -$20.2K -121 -6%
CA
586
Claro Advisors
Massachusetts
$331K -$25.5K -153 -7%
SDWIA
587
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$329K – – –
AFG
588
Albion Financial Group
Utah
$328K -$5.17K -31 -2%
OAM
589
Oak Asset Management
California
$325K +$834 +5 +0.3%
LCM
590
Leisure Capital Management
California
$323K – – –
GA
591
Goldstein Advisors
Wisconsin
$323K -$11.7K -70 -4%
AAM
592
Augustine Asset Management
Florida
$321K -$3.17K -19 -1%
LEA
593
Legacy Edge Advisors
New York
$316K -$8.34K -50 -3%
STA
594
Summit Trail Advisors
New York
$313K – – –
SCM
595
Seascape Capital Management
New Hampshire
$311K -$41K -246 -12%
PWM
596
Parkway Wealth Management
Texas
$309K +$307K +1,838 New
JF
597
JMN Financial
Ohio
$308K +$306K +1,834 New
EWA
598
EverSource Wealth Advisors
Alabama
$307K +$99.2K +595 +48%
CSP
599
Cary Street Partners
Virginia
$303K +$21.5K +129 +8%
MHIC
600
Marble Harbor Investment Counsel
Massachusetts
$302K – – –